The WealthAbility Show with Tom Wheelwright, CPA

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa. Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement...

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has de...

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok. Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have ta...

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra. Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun's expertise is valued by hundreds of businesses across the UK. His fi...

Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo. Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe...

Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton. Sharon is Founder & CEO of sbLiftOff and one of the country's leading small business advocates. Appointed to the Small Business Administration's Investment Capital Advisory Committee, she is working nationally to incre...

Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg. Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Chancellor's Professor at UNC Charlotte for distingui...

Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing. Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments since 2010. His companies are dedicated to transformi...

Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay. Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersection of economics, finance, and housing with a perspe...

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Government, Psychologist / Behavioral Economist, and autho...

How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that's compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in these turbulent times: You. Learn more about your a...

Is it possible to be well and do good in the world? How does Georgia's Small Businessman of the Year do just that by turning his family ranch into zero-waste? In this episode, Will Harris joins Tom Wheelwright in discovering why doing good and being well does not have to be mutually exclusive, how it takes a relentless amount of focus, grit, community, passion, and "Giving a Damn" to do it, and th...

How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, Howard Yaruss joins Tom Wheelwright in exploring how economics is the biggest impact on business, how financial common sense was lost, and how we can reclaim it to safeguard us from bad economic policies to ultimately create a better economy for everyo...

How exactly is 'income' defined? The debate over this question is hotter than ever, as "Moore vs United States" seeks to find the answer. In this episode, Joe Bishop-Henchman joins Tom to discuss how the Supreme Court's decision on this tax case could have sweeping changes for investors and business owners like you. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #154: What is the importance of a team? How can we evolve the groups around us into successful and cohesive units? In this episode, Charlie Gilkey joins Tom to explore the power of dependability, experience, and the true impact a good team can have in your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #153: What does AI look like to the taxpayer now that it is here to stay? What does it mean for the entrepreneur? In this episode, W. Russell Neuman joins Tom in exploring the positive side of AI, how AI can co-exist with humans, and the many ways it can propel us forward just as technology was always intended. Learn more about your ad choices. Visit megaphone.fm/adchoices

Balancing personal development and the growth of our business is key for successful entrepreneurship. Is it even possible to have it all, or is it possible to live a more abundant life with less?  Learn more about your ad choices. Visit megaphone.fm/adchoices

In a time of severe polarization, how do we navigate the turbulent forces of group identity when it comes to our business? Can we turn the negative side of group identity into a more positive force?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you found yourself wondering what blockchain is exactly? Furthermore, what capabilities might impact the way you grow your wealth? The digital revolution has provided us with the baseline for expected modern comfort, while the technology of tomorrow looks like magic by comparison. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you maintain and innovate your business in today's modern world? Are you staying hyper-focused in your objectives to reach your goals? Learn more about your ad choices. Visit megaphone.fm/adchoices

It may not be surprising news that the tax law is complicated. Within the nuance, there is a battle between regulators and scammers, and the scammers are evolving fast. Are you doing what it takes to stay ahead of them? In this episode, Dr. Kelly Richmond Pope joins Tom to discuss how small business owners and investors can protect themselves against increasingly sophisticated financial fraud. Lea...

Nature is a conglomerate of complex patterns. These patterns are understood to cause a cadence of turmoil on the macro scale. In this episode, Neil Howe joins Tom to discuss how our current global upheaval is a natural cycle of history, and who will emerge to lead us out of this crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Love it or hate it, our government continues to encourage oil and gas investments. Have you wondered what types of benefits are available for these investments? Why does our government continue to incentivize this sector? Learn more about your ad choices. Visit megaphone.fm/adchoices